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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-23 |
Branch Locations
6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • United States
1338 East Perkins Avenue Unit 103, Sandusky, OH 44870 • United States
16300 Delaware Avenue, Lakewood, OH 44107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2020 | Present |
| Cleveland Metropolitan School District | Cleveland | OH | 08/2015 | 06/2020 |
1) Teachers Pay Teachers - Online teaching resource non-investment - 6/2019. 2) MaryGiardina and Giardina Capital Management LLC. - Owner Non-Investment - 12/2023 - 10 hrs/month. 3) Rental Property - Owner Non-Investment - Cleveland Heights, OH - 08/2025 - 10hrs/mth. 4) Kenner Holdings, LLC - Member/Co-owner Non-Investment - Cleveland Heights, OH - 07/2025 - 10hrs/mth. 5)Outside Fixed Insurance Carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-19 |
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